Create onboarding folder and record for new clients
Create onboarding folder and record for new clients
Your onboarding form submissions arrive with files and details that are scattered, delaying setup and invoicing readiness. They get organized into a client folder and a record for review the same day.
Overview
New client forms and attachments often land unsorted and delay setup and billing. This flow automatically creates a client folder, stores submitted documents in the right places, and logs a single intake record so coordinators can complete onboarding the same day.